Regular PA columnist Keith Churchouse is about to celebrate 35 years in financial services. As you might expect from a financial planner, he is keen on the review process - not only for clients, but for business and life in general
Some may remember that I wrote my first book, Sign Here, Here and Here! Journey of a Financial Adviser in 2010 to celebrate my 25-year journey through UK retail financial services. There are obviously no prizes for guessing that 2020 is my 35th anniversary in the profession in December. I can expect coral or jade in celebration apparently, neither of which is particularly sustainable, so I will pass. Other celebratory ideas are welcome, although thoughts of retirement are certainly not on the list! I recorded in the book some personal major leaps as my career evolved, and in these ...
To continue reading this article...
Join Professional Adviser for free
- Unlimited access to real-time news, industry insights and market intelligence
- Stay ahead of the curve with spotlights on emerging trends and technologies
- Receive breaking news stories straight to your inbox in the daily newsletters
- Make smart business decisions with the latest developments in regulation, investing retirement and protection
- Members-only access to the editor’s weekly Friday commentary
- Be the first to hear about our events and awards programmes